For DWG staff
Employee Portal
Sign-in pages for the systems we use. Each opens in a new tab.
Reporting
Black Diamond
Client accounts and performance reporting.
Sign in →PlanningMoneyGuidePro
Financial planning.
Sign in →CustodyWealthscape
Fidelity custody, trading and account service.
Sign in →CRMHubSpot
Contacts, pipeline and marketing.
Sign in →Retirement plansTIAA
TIAA plan accounts.
Sign in →Retirement plansVanguard
Vanguard accounts.
Sign in →Retirement plansVoya
Voya plan sponsor services.
Sign in →InvestmentsSEI
SEI wealth platform.
Sign in →SchedulingCalendly
Client meeting scheduling.
Sign in →PayrollIntuit Workforce
Pay stubs and tax forms.
Sign in →Fiduciaryfi360
Fiduciary analytics and plan reviews.
Sign in →Phonesnet2phone
Office phone system.
Sign in →ArchiveGlobal Relay
Email archive.
Sign in →Email & filesGoogle Workspace
Gmail, Drive and Calendar.
Sign in →Retirement plansPontera
Held-away 401(k) management.
Sign in →BillingAdvicePay
Planning fee billing.
Sign in →FaxHelloFax
Send and receive faxes.
Sign in →BenefitsPeopleKeep
Health reimbursement benefits.
Sign in →ComplianceMyria
Compliance management.
Sign in →